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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
576
Smith Salley Wealth Management
North Carolina
$558K
WFA
577
WMG Financial Advisors
Tennessee
$556K -$17.5K -531 -3%
WPA
578
Wealth Preservation Advisors
Tennessee
$554K +$315K +9,563 +150%
TCM
579
TruNorth Capital Management
Michigan
$553K
VF
580
Vawter Financial
Ohio
$552K -$66.9K -2,032 -11%
MYIA
581
Mount Yale Investment Advisors
Colorado
$551K +$172K +5,218 +49%
BIP
582
Blueprint Investment Partners
North Carolina
$550K -$3.23K -98 -0.6%
BWM
583
Brickley Wealth Management
California
$547K -$2.7K -82 -0.5%
AIS
584
American Investment Services
Massachusetts
$545K
TF
585
Theory Financial
Colorado
$544K
SIA
586
Soltis Investment Advisors
Utah
$543K
VCP
587
Vista Capital Partners
Oregon
$534K -$1.15K -35 -0.2%
GWA
588
Geometric Wealth Advisors
District of Columbia
$532K +$2.96K +90 +0.6%
FFG
589
Fortune Financial Group
Florida
$532K -$500K -15,171 -50%
PC
590
Payne Capital
Oregon
$528K
WDG
591
Wealth Dimensions Group
Ohio
$526K
BFA
592
Blueprint Financial Advisors
North Carolina
$525K -$3.23K -98 -0.6%
PGAM
593
Princeton Global Asset Management
New Jersey
$524K
VA
594
Valmark Advisers
Ohio
$517K +$166K +5,048 +51%
WTC
595
WhitTier Trust Company
Nevada
$516K
CIC
596
Cutler Investment Counsel
Oregon
$515K +$80.7K +2,450 +20%
BAM
597
Belpointe Asset Management
Nevada
$514K +$268K +8,150 +123%
Citigroup
598
Citigroup
New York
$510K -$48.9K -1,483 -9%
VDI
599
Vaughan David Investments
Illinois
$506K +$5.27K +160 +1%
OC
600
Oarsman Capital
Wisconsin
$499K -$10.6K -321 -2%